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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,548 | $85,060-30.0% | $70,548-15.6% | $139,456-57.3% |
| Participation rate | 58.8% | 73.9%-15.1pp | 68.3%-9.5pp | 80.3%-21.5pp |
| Annual return | 15.61% | 30.38%-14.8pp | 32.78%-17.2pp | 373.45%-357.8pp |
| Employer contribution / active EE | $1,293 | $3,911-66.9% | $2,975-56.5% | $4,753-72.8% |
| Participant deferral / active EE | $5,207 | $5,890-11.6% | $4,567+14.0% | $6,711-22.4% |
| Admin fee / account holder | $2,217 | $8,925-75.2% | $6,424-65.5% | $11,407-80.6% |